Steven McNeer (CRD# 7837857) is an Investment Advisor Representative working at State Farm Investment Management Corp. in White Sulphur Springs, WV and has 1 year of experience in the finance industry.
CRD# 5502927
Compass Capital Investments LLC
CRD# 6971502
Edward Jones
CRD# 4603718
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Insurance | White Sulphur Springs, WV | Apr 2024 - Current | < 1 |
State Farm Investment Management Corp | White Sulphur Springs, WV | Apr 2024 - Current | < 1 |
State Farm Vp Management Corp | White Sulphur Springs, WV | Apr 2024 - Current | < 1 |
State Farm Insurance | Union, WV | Dec 2023 - Apr 2024 | < 1 |
State Farm Vp Management Corp. | Union, WV | Dec 2023 - Apr 2024 | < 1 |
State Farm Investment Management Corp | Union, WV | Dec 2023 - Apr 2024 | < 1 |
Monroe Insurance Group | Union, WV | Jul 2021 - Nov 2023 | 2 |
Andrew Evans State Farm Office | Christiansburg, VA | May 2020 - Jul 2021 | 1 |
West Virginia University Institute Of Technology | Beckley, WV | Aug 2017 - May 2020 | 2 |
West Virginia Department Of Highways | Hinton, WV | May 2018 - Aug 2018 | < 1 |
West Virginia Department Of Highways | Hinton, WV | May 2017 - Aug 2017 | < 1 |
Concord University | Athens, WV | Aug 2016 - May 2017 | < 1 |
Concord University | Athens, WV | Aug 2015 - May 2017 | 1 |
West Virginia Department Of Highways | Hinton, WV | May 2016 - Aug 2016 | < 1 |
West Virginia Department Of Highways | Hinton, WV | May 2015 - Aug 2015 | < 1 |
James Monroe High School | Lindside, WV | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2023 |
S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- WV
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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